Lanai Wealth Partners

Lanai Wealth Partners www.lanaiwealthpartners.com Christine McBroom, Financial Advisor began her career in the financial services industry in 2008 with Edward Jones.

Lanai Wealth Partners is a wealth planning office helping families simplify financial complexities, protect what matters and move forward with confidence – always guided by your life, your values and your legacy. During her five year career there, she received several professional achievement awards. She is most proud of earning the highest Regional Customer Satisfaction Award for 2 years in a row. Award was based on positive customer satisfaction surveys, received in 2014 and 2015. In March 2013, Christine began Lanai Wealth Partners which provided her greater flexibility and increased investment solutions to provide more personalized financial solutions to fit her clients’ needs. Christine is Series 7, 9, 10 and 66 licensed, and holds the Accredited Asset Management Specialist designation. Christine received her Master’s Degree from George Mason University in Washington DC and her Bachelor of Science from Long Island University in NY. Christine currently serves on the board of Santa Cruz Montessori as well as on their finance committee. She also served on the City Council for Capitola, CA where she was the Treasurer, and the President of the Board for the Capitola-Soquel Chamber of Commerce. She was also the Chair of the Finance Advisory Committee and the Treasurer of the Capitola Public Safety Foundation. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC — Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lanai Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
10/09/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

If you're still using the same password across multiple accounts, now is a great time for an update.A strong password sh...
10/07/2026

If you're still using the same password across multiple accounts, now is a great time for an update.
A strong password should be:
✔ Long and unique
✔ Difficult to guess
✔ Different for each account

Consider using a password manager to help keep track of them securely.

Phishing emails and text messages continue to be one of the most common ways scammers try to gain access to personal inf...
10/05/2026

Phishing emails and text messages continue to be one of the most common ways scammers try to gain access to personal information.

Before clicking a link or opening an attachment, take a moment to:
• Verify the sender
• Look for misspellings or unusual requests
• Contact the organization directly if something feels off

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.com

October is Cybersecurity Awareness Month, a great reminder that protecting your personal information starts with a few s...
10/01/2026

October is Cybersecurity Awareness Month, a great reminder that protecting your personal information starts with a few simple habits.

✅ Use strong, unique passwords
✅ Enable multi-factor authentication
✅ Keep your devices updated

Whether you're starting your morning, powering through the afternoon, or catching up with coworkers, coffee has a way of...
09/29/2026

Whether you're starting your morning, powering through the afternoon, or catching up with coworkers, coffee has a way of bringing people together.

Today, we're celebrating the brew that fuels meetings, jump-starts productivity, and makes mornings a little brighter.

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
09/25/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

Fall is officially here! 🍁 Cooler mornings, cozy drinks, and beautiful coastal sunsets are just a few reasons we're exci...
09/22/2026

Fall is officially here! 🍁 Cooler mornings, cozy drinks, and beautiful coastal sunsets are just a few reasons we're excited for the season.

Choose one: Pumpkin spice 🎃 or apple c***r 🍎?

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
09/18/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

Love our local beaches? Let's show them some love back! Join your neighbors in helping keep our coastline clean, healthy...
09/16/2026

Love our local beaches? Let's show them some love back! Join your neighbors in helping keep our coastline clean, healthy, and beautiful for everyone to enjoy. Every piece of litter picked up helps protect the wildlife and ocean that make our community so special.

📅 Saturday, September 19th - Grab some gloves, bring your community spirit, and help make a splash for a cleaner coast!

Address

820 Bay Avenue, Ste 101
Capitola, CA
95010

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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